Tim Stolz (CFP®, CPA, MST)

Tim Stolz focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
NAPFA Start Date
March 16, 2020